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On Wall Street July 1, 2010 John Papadopulos |
The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.  |
Investment Advisor September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.  |
Investment Advisor December 2006 |
The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.  |
The Motley Fool April 19, 2007 Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.  |
On Wall Street January 1, 2011 Matthew Leung |
The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.  |
Investment Advisor April 2006 Melanie Waddell |
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.  |
On Wall Street April 1, 2010 |
Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.  |
Investment Advisor March 2007 |
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?  |
Investment Advisor October 2008 Kara P. Stapleton |
Legal Double Dipping What if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can.  |
The Motley Fool November 16, 2004 David Braze |
Work Can Reduce Your Social Security If you work after you've started receiving Social Security, you could lose some of your benefits.  |
On Wall Street October 1, 2008 Judith Schoolman |
5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income.  |
Registered Rep. September 18, 2012 Mark Miller |
Advisors, plan sponsors falling short on Social Security advice Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either.  |
Registered Rep. June 1, 2012 Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.  |
Financial Advisor June 2006 Marla Brill |
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best.  |
On Wall Street October 1, 2010 |
Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs.  |
On Wall Street April 1, 2011 J. Graydon Coghlan |
Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.  |
Registered Rep. October 28, 2015 |
JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life.  |
Investment Advisor July 2009 Savita Iyer-Ahrestani |
Crisis Hits Middle-Class Retirees Hard In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow.  |
AskMen.com March 18, 2001 Luis Rodrigues |
Start Planning For Your Retirement  |
Financial Planning August 1, 2007 Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.  |
Investment Advisor November 2006 Savita Iyer |
Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.  |
Financial Advisor September 2011 Mitch Anthony |
The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs.  |
Investment Advisor May 2007 James J. Green |
They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount.  |
Registered Rep. March 13, 2012 Jerry Gleeson |
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today.  |
Financial Planning December 1, 2005 Kathy Gevlin |
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.  |
Investment Advisor April 2007 James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.  |
On Wall Street January 1, 2010 Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.  |
The Motley Fool February 9, 2011 Dan Caplinger |
Make Social Security Work for You Removal of a useful provision will hurt smart retirees, but you can duplicate it yourself.  |
On Wall Street September 1, 2012 Frances A. McMorris |
Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.  |
Financial Planning July 1, 2009 Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security.  |
The Motley Fool March 15, 2007 Mary Dalrymple |
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.  |
Financial Planning June 1, 2007 Ilana Polyak |
The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.  |
Financial Advisor August 2007 Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.  |
Investment Advisor January 2008 Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner.  |
The Motley Fool April 21, 2010 Robert Brokamp |
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation.  |
The Motley Fool May 21, 2004 Roy Lewis |
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future.  |
Investment Advisor August 2008 |
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc.  |
Registered Rep. November 1, 2004 Chris O'Leary |
The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.  |
Financial Advisor January 2012 Dan Moisand |
Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most.  |
Investment Advisor April 2010 Olivia Mellan |
Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.  |
Registered Rep. June 26, 2015 Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement.  |
Registered Rep. July 12, 2011 Mark Miller |
About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.  |
Financial Advisor July 2011 Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work?  |
Investment Advisor June 2006 Megan L.F. Robert |
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business.  |
Investment Advisor June 2007 Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.  |
Investment Advisor January 2007 Ivanova & Kahler |
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.  |
On Wall Street December 1, 2012 Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning.  |
Financial Planning January 1, 2007 Marshall Eckblad |
5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement.  |
The Motley Fool June 5, 2006 Robert Brokamp |
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more.  |
The Motley Fool March 15, 2005 Dayana Yochim |
Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be.  |